TAIYO KAGAKU, First Half Ordinary Profit Unexpectedly Revised Upward by 27%
2902 TAIYO KAGAKU CO.,LTD. 【J-GAAP】
Earnings ReportTAIYO KAGAKU CO.,LTD. <2902> [NSE Main] announced its financial results after the market closed on November 4th (15:40). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 27.5% from the same period last year, reaching 3.87 billion yen, resulting in an increase in profits compared to the previous forecast of a 1.3% decrease.
Progress toward the full-year plan of 6.00 billion yen was 64.6%, almost the same as the five-year average of 62.6%.
Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to drop 39.9% from the same period last year to 2.12 billion yen.
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 40.6% from the same period last year, reaching 2.11 billion yen. The operating profit margin rose from 12.4% in the same period last year to 14.7%.
Kabutan News
Actual Performance and Financial Trends
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Progress Rate vs. First Half |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
24,517M | 2,464M | 2,658M | 1,721M | 101.7 | 90.0 | Nov 6, 2023 | J-GAAP |
|
|
24,986M | 2,963M | 3,041M | 2,252M | 132.8 | 46.3 | Nov 5, 2024 | J-GAAP |
|
|
26,023M | 3,608M | 3,876M | 2,391M | 141.7 | 64.6 | Nov 4, 2025 | J-GAAP |
| YoY | +4.2% | +21.8% | +27.5% | +6.2% | +6.7% |
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2025 Guidance | 26,000M | 3,000M | 3,000M | 2,000M | 118.5 | 20 | May 7, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 26,023M | 3,608M | 3,876M | 2,391M | 141.7 | 20 | Nov 4, 2025 | J-GAAP |
| Revision Rate | +0.1% | +20.3% | +29.2% | +19.6% | +19.6% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
25,058M | 3,249M | 3,532M | 2,372M | 140.1 | 72 | May 7, 2025 | J-GAAP |
|
Guidance
Oct - Mar, 2025
|
24,977M | 2,392M | 2,124M | 1,609M | 96.2 | 63 | Nov 4, 2025 | J-GAAP |
| YoY | -0.3% | -26.4% | -39.9% | -32.2% | -31.4% |
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
47,665M | 4,512M | 2,954M | 2,411M | 142.4 | 55 | May 7, 2024 | J-GAAP |
|
|
50,044M | 6,212M | 6,573M | 4,624M | 273.2 | 82 | May 7, 2025 | J-GAAP |
|
Guidance
Mar, 2026
|
51,000M | 6,000M | 6,000M | 4,000M | 239.0 | 83 | May 7, 2025 | J-GAAP |
| YoY | +1.9% | -3.4% | -8.7% | -13.5% | -12.5% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Operating Profit Margin |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
12,525M | 1,548M | 1,505M | 1,270M | 74.9 | 12.4 | Nov 5, 2024 | J-GAAP |
|
|
12,939M | 1,620M | 1,842M | 1,265M | 74.6 | 12.5 | Feb 10, 2025 | J-GAAP |
|
|
12,119M | 1,629M | 1,690M | 1,107M | 65.4 | 13.4 | May 7, 2025 | J-GAAP |
|
|
12,779M | 1,658M | 1,760M | 1,038M | 61.6 | 13.0 | Aug 4, 2025 | J-GAAP |
|
|
13,244M | 1,950M | 2,116M | 1,353M | 80.2 | 14.7 | Nov 4, 2025 | J-GAAP |
| YoY | +5.7% | +26.0% | +40.6% | +6.5% | +7.1% |
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